> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.elevationadvisor.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Account Settings

If you have an Owner/Admin or Manager role, you can access your **Elevation Advisor account settings** by clicking the **gear icon** in the top right corner of your screen. This is your hub for managing everything, from updating your account details to editing business info and overseeing your company’s users.



![Figure 2: Account & Profile settings, showing options for updating business and personal details.](https://elevation-knowledgebase.s3.us-east-1.amazonaws.com/Onboarding/Account_Settings/Images/Account_Settings_2.png =800x279)


# Account & Profile
Here you can manage your business info and personal preferences.
* **Business Details:** Update your company name, contact info, logo, work hours, and season.
* **Security Settings:** Change your password or turn on Two-Factor Authentication for extra login protection using a one time code for each login (it’s off by default).
* **Preferences:** Edit your email, username, time zone, and language.


# Holidays
Manage your company’s time off:

* Default holidays are included, you can remove or add your own.
* Hover over a date to see the holiday name.
* Click **Add Date** to include a new one.
* Click **Update Holidays** to save your changes.
||| Changing Season Dates, Holidays, Hours per Day and Days per Week can effect your Profit Genie PMM


# Membership Level
View or change your **Elevation Advisor plan**:
* Any changes will take effect in your next billing cycle.
* Click **Update Membership Level** when done.


# User Roles
Enable roles like **Admin**, **Foreman**, or **Scheduler** based on your team structure. These roles can be assigned when adding new users.

A guide to each available **User Role** is provided below the role assignment section.

| **Feature / Section** | **Owner/Admin** | **Manager** | **Estimator/Sales** | **Sales** | **Accounting** | **Foreman/PM** | **Field** |
| ---- |
| Dashboard | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |  |
| Proposals | ✅ | ✅ | ✅ | View Only | View Only |  |  |
| Projects | ✅ | ✅ | ✅ | ✅ | ✅ | No Budget $ |  |
| Invoicing | ✅ | ✅ | ✅ | ✅ | ✅ |  |  |
| Smart Calendar | ✅ | ✅ | ✅ | View Only | View Only | View Only | View Only |
| Profit Genie | ✅ |  |  |  |  |  |  |
| Expenses | ✅ |  |  |  | ✅ |  |  |
| Labor | ✅ | ✅ |  |  | ✅ |  |  |
| Reporting | All | All | Materials Only | Materials Only | All |  |  |
| Materials | ✅ | ✅ | ✅ | ✅ | ✅ |  |  |
| Equipment | ✅ | ✅ | ✅ | ✅ | ✅ | View Only |  |
| Subcontractors | ✅ | ✅ | ✅ | ✅ | ✅ | View Only |  |
| Clients | ✅ | ✅ | ✅ | ✅ | ✅ | View Only |  |
| Settings | ✅ | ✅ |  |  |  |  |  |
| Time Reporting | Full | Full | Self Only | Self Only | Full | Full | Self Only |


# Invite Users  

To add a new team member, enter their name, email address, and role. Select **Add Another User** to continue adding additional members. Once all entries are complete, click **Send Invite**. 

Each user will receive an email containing a temporary password. Upon their first login, they will be prompted to create a new password for security purposes.
 

||| Update your payment details for subscription billing.